GeoWealth Information
Contact top employees from
GeoWealth
Summary
GeoWealth is a private company that has been in the industry for 22 years. The company currently specializes in the Financial Services, Application Software, Enterprise Software areas. The position of the President is occupied by Colin Falls. Its headquarters is located at Chicago, Illinois, USA. The number of employees ranges from 25 to 100. The annual revenue of GeoWealth varies between 5.0M and 25M. To connect with GeoWealth employee register on SignalHire.
Organization Website | geowealth.com |
Social Links |  |
Phone Number | 312.219.9160 |
Industries | |
Headquarters Location | 444 N. Michigan, Chicago, IL, 60611 US |
Employees Size | 100-200 employees |
Specialties | Financial Technology & Services, Portfolio Construction & Management, Investment Strategies, Back Office, Billing, Reporting, Model Portfolios, OCIO, Aggregation, Reconciliation, Trading, Outsourced Trading, Middle Office, Fintech, WealthTech, TAMP, Turnkey Investing, Turnkey Asset Management |
SIC Code | 7372 |
DMA Code | Chicago Metropolitan Area |
Founded | 2010 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2015 | Privately Held | 25 - 100 | 5M | $7.6M | |
| 2013 | Public Company | 100 - 250 | 12M | $25.3M | |
| 2009 | Privately Held | 500 - 1.0K | 23M | $314.1M | |
| 2006 | Privately Held | 100 - 250 | 5.1M | $226M |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at GeoWealth shows a diverse range of experience levels:
10% have been with the company for less than 1 year10% for 1–2 years23% for 3–4 years13% for 5–7 years13% for 8–10 years32% have over 11 years of service at GeoWealthEx-employees positions
In Company
In New Company
Contact top employees from
GeoWealth
W Chris Davis
Vice President
Karen Garcia
SVP - Head of Operations
Yasmin Bilger
Board Member
Bridget Ward
VP, Compliance Specialist
Brook Campbell
VP of Relationship Management at GeoWealth
Brett Rainey
SVP, Strategic Operations
Josh Hagar
SVP, Enterprise & Partnerships
Dimitar Hristov
General Manager
Pamela Nevil
VP Advisor Solutions
Winnie Tan
Advisor Services Associate
Bob Herrmann
Executive Director
Lauren Madara
Advisor Consultant
Chelsea Kmiecik
VP, Strategy
Jennifer Diaz
Advisor Services Associate
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FAQ
GeoWealth operates in the Finance industries. More details can be found on the official website: geowealth.com.
The headquarters of GeoWealth are located in Chicago, United States.
The current CEO of GeoWealth is Colin Falls
You can contact GeoWealth by phone at 312.219.9160.
GeoWealth currently employs 100-200 people.
GeoWealth's revenue is approximately 5.6M.
Well-known competitors of GeoWealth include RobustWealth, Solovis, Personal Capital and Tandems.
